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Shell plc

SHEL Energy
$90.47 +$1.33 (1.49%)
Market Cap: $249.76 B
Gurus Holding
16
Popularity Rank
#88
% of Shares Held
0.77%
Net Activity (Q2 2026)
+$323.55 M

Guru Ownership Trend

Guru Analysis for Shell plc (SHEL)

Shell plc (SHEL), a key player in the Energy sector, continues to attract institutional attention.

As of Q2 2026, a total of 16 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $3.9 B.

Top institutional holders include Ken Fisher and HOTCHKIS & WILEY.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $323.55 M net inflow during the quarter.

Recent activity highlights Ray Dalio who increased their stake by 388.9%. Conversely, Richard Pzena reduced exposure by 19.3%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$392.96 M
Total Buy Value
New Buys 2
Additions 5
-$69.42 M
Total Sell Value
Reductions 4
Sold Out 1

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
5
Net Buyers
7

FAQs for Shell plc (SHEL)

Major holders include Ken Fisher ($2.14 B), HOTCHKIS & WILEY ($571.64 M), Renaissance Technologies (RenTech) ($209.01 M). According to the latest reported data, 16 tracked investment managers collectively hold approximately 43.14 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $323.55 M, with 7 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 1 fully exited SHEL. The total reported sell value was $69.42 M.

Yes, 2 managers opened new positions in SHEL, and 5 increased their existing holdings. The total reported buy value was $392.96 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.64% Add 0.6% 27,633,155 $2.14 B Q2 2026
1.76% Reduce -2.7% 6,146,649 $571.64 M Q1 2026
0.29% New Buy 2,695,452 $209.01 M Q2 2026
0.59% Reduce -19.3% 2,581,244 $200.15 M Q2 2026
0.49% Add 388.9% 1,526,163 $118.34 M Q2 2026
0.14% Add 1.5% 1,073,265 $83.22 M Q2 2026
0.06% New Buy 676,603 $52.46 M Q2 2026
0.01% Add 114.9% 360,670 $27.97 M Q2 2026
0.04% Add 131.8% 201,036 $15.59 M Q2 2026
0.11% Reduce -16.4% 108,558 $8.42 M Q2 2026
0.04% 70,000 $5.43 M Q2 2026
0.02% New Buy 28,055 $2.61 M Q1 2026
0.17% Reduce -0.6% 16,098 $1.25 M Q2 2026
0.01% 10,102 $783,309 Q2 2026
0.01% 8,132 $630,555 Q2 2026
0.00% Reduce -2.8% 7,451 $577,751 Q2 2026
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